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Are we living in a world of secular stagnation?

Are we living in a world of secular stagnation?

Nyheter   •   Okt 21, 2015 11:23 CEST

Low growth, low inflation, low interest rates. What explains the persistence of these conditions in developed economies? The secular stagnation hypothesis - a world of deficient global demand where the supply of savings exceeds investment demand - offers a most plausible explanation. If the hypothesis is correct, then there are serious implications for economic policy and investors.

Befinner vi oss i en värld med sekulär stagnation?

Befinner vi oss i en värld med sekulär stagnation?

Nyheter   •   Okt 21, 2015 11:06 CEST

Låg tillväxt, låg inflation och låga räntor. Vad är förklaringen bakom varaktigheten hos dessa tillstånd i utvecklade ekonomier? Hypotesen om sekulär stagnation – en värld med sviktande global efterfrågan och ett sparöverskott som överskrider investeringsbehovet - stämmer hypotesen kommer det att ha allvarliga följder för den ekonomiska politiken och investerarna.

Fidelity Macro update: September 2015

Fidelity Macro update: September 2015

Nyheter   •   Sep 18, 2015 17:29 CEST

Global growth momentum slowed over the past month, though still remained in positive territory.The deterioration was led by manufacturing-related components – particularly in emerging markets. Consumer confidence rebounded after a drop last month. The developed market recovery remained intact, while emerging market economies were generally weaker.

Volatility: 10 key messages for investors

Volatility: 10 key messages for investors

Nyheter   •   Aug 25, 2015 14:30 CEST

Equity markets can experience bouts of volatility due to a variety of reasons. Here are 10 key messages and supporting data, plus quotes from well-known investors that can be used to help ease concerns when markets become volatile.

10 budskap vid oroliga marknader

10 budskap vid oroliga marknader

Nyheter   •   Aug 25, 2015 14:23 CEST

Aktiemarknader kan genomgå perioder av hög volatilitet på grund av en rad olika orsaker. Vi har tagit fram 10 budskap, med stödjande data, som kan vara värt att tänka på när världens aktiemarknader vacklar.

Fidelitys makrouppdatering augusti 2015

Fidelitys makrouppdatering augusti 2015

Nyheter   •   Aug 24, 2015 17:06 CEST

Under den senaste månaden har den globala tillväxten varit mer eller mindre stillastående. De globala marknadernas investeringvilja sjönk i och med nedgången på många tillväxtmarknader. Utvecklade marknader kommer att utgöra motorn för global tillväxt framöver men vissa tillväxtmarknader kan också komma att visa positiva signaler förutsatt en stabilisering i Kina under de kommande månaderna.

Fidelity Macro update August 2015

Fidelity Macro update August 2015

Nyheter   •   Aug 24, 2015 16:53 CEST

Global growth momentum was roughly flat over the past month, while remaining in expansionary territory. Global business confidence deteriorated slightly as some improvement in developed markets (DM) was offset by further China-driven contraction in emerging markets (EM), while global new orders less inventories edged up.

Greece in focus

Greece in focus

Nyheter   •   Jul 06, 2015 15:21 CEST

With more than 60% of the voters joining the “NO” camp, the picture for Greece is still far from clear. Syriza will likely be emboldened by the result, feeling that they now have a much stronger mandate from the Greek population.

Fidelity's macro update May 2015

Fidelity's macro update May 2015

Nyheter   •   Jun 03, 2015 12:00 CEST

As the drivers of weakness in the first quarter of this year gradually fade, the global growth picture is likely to improve and become more synchronised in the second half of 2015

Fidelitys makrouppdatering maj 2015

Fidelitys makrouppdatering maj 2015

Nyheter   •   Jun 03, 2015 11:58 CEST

Här kommer Fidelitys månatliga makrouppdatering med kommentarer om världens marknader, samt en sammanställning över de risker som vår globala ekonom Anna Stupnytska, ser för 2015.

Fidelity’s Global Chief Investment Officers comment on this morning’s General Election results

Trevor Greetham's Investment Clock december: The 1990s Bull Market Revisited

Nyheter   •   Jan 10, 2014 11:13 CET

The Investment Clock is in the equity-friendly ‘Recovery’ mode. With China playing the disinflationary role of Japan in the 1990s, the positive backdrop for developed market stockmarkets could last for years. We are overweight US and Japanese equities, markets that tend to benefit from US dollar strength.

Trevor Greethams investeringsklocka december: Tillbaka till 1990-talets positiva marknad

Trevor Greethams investeringsklocka december: Tillbaka till 1990-talets positiva marknad

Nyheter   •   Jan 10, 2014 10:55 CET

Investeringsklockan befinner sig i det aktievänliga ”återhämtningsläget”. Kina har nu den deflationsroll som Japan hade under 1990-talet och den positiva situationen på aktiemarknaderna i utvecklade länder kan kvarstå under många år. Vi har en övervikt i amerikanska och japanska aktier, marknader som tenderar att gynnas av en stark dollar.

Trevor Greetham's Investment Clock October: The Fed keeps on printing

Trevor Greetham's Investment Clock October: The Fed keeps on printing

Nyheter   •   Okt 28, 2013 17:24 CET

The economic upswing that began in the summer of 2012 has lasted more than a year and there’s a very good chance it lasts well into 2014. Inflation pressures are muted and no major central bank is likely to tighten policy for at least six months.

Three major challenges for the FED

Three major challenges for the FED

Nyheter   •   Okt 25, 2013 10:40 CEST

In December this year the Federal Reserve celebrates the 100th anniversary of the signing of the Federal Reserve Act, and early next year Janet Yellen will become the 15th Chairman of the central bank. She will face some formidable challenges over the next few years, but three broad themes stand out.

Trevor Greetham's Investment Clock Aug-Sep: Developed world revival

Trevor Greetham's Investment Clock Aug-Sep: Developed world revival

Nyheter   •   Sep 09, 2013 10:19 CEST

Mixed signals over the summer have evolved into a re-acceleration in global growth led by developed economies where monetary policy remains ultra-loose. This has pushed the Investment Clock towards the ‘Overheat’ phase of the economic cycle characterised historically by central bank tightening. This is bad news for bonds though a lack of actual tightening should keep stocks on a positive trend.

CIO Equities comment: Still an equity friendly environment

CIO Equities comment: Still an equity friendly environment

Nyheter   •   Jul 09, 2013 08:20 CEST

While market uncertainty has picked up in recent weeks, I believe we remain in an equity-friendly environment. Indeed, it is significant that the recent falls in equity markets were not accompanied by elevated volatility.

CIO Fixed Income comment: Keeping a sense of perspective

CIO Fixed Income comment: Keeping a sense of perspective

Nyheter   •   Jul 03, 2013 08:15 CEST

In recent weeks, we have seen significant volatility in bond markets after the Fed outlined a possible plan for the ‘tapering’ of its QE programme. The Fed’s buying of US treasuries and mortgage securities has been a key supportive factor for bond markets, so it’s understandable that investors are seeking to re-calibrate their positions in response to this.

Fidelity's Nordic veteran appointed Managing Director for Fidelity’s South-East Asian business

Nyheter   •   Jun 27, 2013 09:00 CEST

Stockholm, 27 June 2013 Fidelity Worldwide Investment (“Fidelity”) announced today that Mr. Mike Nikou will assume the role of Managing Director, South-East Asia, based in Singapore, with effect from 15 July 2013.

Fidelitys nordiska veteran går vidare till Fidelitys verksamhet i Asien

Nyheter   •   Jun 27, 2013 09:00 CEST

Stockholm, 27 juni 2013 Fidelity Worldwide Investment ("Fidelity") tillkännagav idag att Mike Nikou tillträder rollen som Managing Director för Fidelitys verksamhet i Sydostasien. Mike kommer att vara baserad i Singapore med start den 15 juli 2013.